Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Tuck how Sun is a financial advisor with over 30 years of experience in the industry. Gordon is registered with LPL Financial LLC and holds multiple licenses and certifications, including the Series 7, Series 24, and Series 63. Gordon also has a previous registration with UVEST FINANCIAL SERVICES GROUP, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Gordon has worked as a financial advisor in various cities including Charlotte, Minneapolis and Honolulu. Gordon has experience working with individuals, families, businesses and charitable organizations. Gordon offers a range of services including financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
09/29/2020 - Present
LPL Financial LLC (HONOLULU HI)
NC
06/05/2002 - 05/11/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
02/12/1993 - 07/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/12/1993 - 07/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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